Articles, guides and news about sales digitization, sales and business management
Creating quotes manually takes 20 to 40 minutes per document. With a CRM like Salesly, that drops to 2 minutes. Here is how quote automation works in practice.
Service businesses need a CRM built for their workflow: long projects, multiple contacts per account, and constant follow-up. A practical guide with real criteria.
A practical SEO guide for B2B SaaS companies. From keyword research by purchase intent to the content structure that turns organic traffic into demos and customers.
Learn how to design a sales onboarding process that shortens the ramp-up time of new reps. Checklist, metrics and the mistakes that stretch the learning curve.
Learn how a mobile CRM boosts field sales productivity. Key features, real-time data capture, and mistakes to avoid when choosing a CRM without a proper mobile app.
Practical guide to sales forecasting for B2B SMBs. The 5 most used methods, common mistakes, tools and how to automate forecasting with a CRM.
Practical guide to creating sales reports your management actually reads. Key metrics, frequency, format, and mistakes that undermine your sales team credibility.
Detailed comparison between Salesly and Odoo CRM for B2B sales teams. Features, pricing, implementation and real use cases for SMBs in 2026.
How to integrate Microsoft Business Central with Salesly to sync customers, orders and invoicing between your ERP and CRM. Technical guide with real use cases.
A practical guide to digitising your small business step by step. Which tools to prioritise, what mistakes to avoid, and why a CRM is the first piece of the digital puzzle.
Learn how to build a sales follow-up system that prevents opportunities from going cold. Key metrics, automation tips, and common mistakes that cost you revenue.
Learn how to build a B2B sales funnel that works. We cover the 6 stages, the key metrics for each phase and the concrete actions to improve conversion at every step.
How to manage mandatory time tracking, vacation calendar, public holidays, employee goals and commission payments from Salesly. Spanish regulations and why your company needs dedicated software.
Understand the real differences between CRM and ERP with practical examples. Learn when your SMB needs a CRM, an ERP, or both to grow efficiently.
Discover which sales tasks you can automate so your team spends more time selling and less on repetitive work. A practical guide with real examples.
Concrete criteria for picking the right CRM in 2026: must-have features, common mistakes, option comparison and what a B2B sales CRM actually needs to do.
Step-by-step guide for exhibitors and businesses collecting contacts at trade shows like Alimentaria. Learn how to migrate Excel data to Salesly and launch automated campaigns in minutes.
Everything your business needs to know about Spain's VeriFactu e-invoicing regulation in 2026: official timeline, technical requirements, penalties and step-by-step compliance.
Learn how a CRM built for teams of 2 to 10 salespeople improves follow-ups, speeds up deal closure, and eliminates the spreadsheet chaos holding your team back.
If your business doesn't show up on Google or ChatGPT, you're invisible. Learn why most websites aren't ready and how to adapt.
Learn how to improve your business's web positioning to attract more qualified visitors and turn them into real customers.
Discover how AI is redefining modern CRM: automation, predictive analytics, and personalized experiences for sales teams that drive real results.
VeriFactu will be mandatory in Spain by 2026. Learn how a sales platform with ERP integration helps you comply without changing your sales workflow.
Learn what sales management is, its strategic functions, and how to optimize it through digitalization. A complete guide with best practices for 2026.
Discover how artificial intelligence is transforming sales platforms and redefining the sales process with AI agents, predictive analytics, and automation.
Quotes are your commercial calling card. Learn best practices for creating proposals your clients approve quickly.
Salesly's client portal lets your clients approve quotes, check orders and chat with your team from one place.
Discover which sales metrics you should be monitoring and how sales platform dashboards help you improve results.
Discover how a modern sales platform can transform the way your sales team manages client relationships and closes more deals.
Learn how to design, implement, and optimize a sales pipeline that helps you close more deals and predict revenue with precision.
If your sales team manages clients with spreadsheets, scattered emails, or paper notes, these signs will confirm it's time to make the leap to a sales management platform.